Wealth Advisor Development Program: Grow Your Practice

Bank of America; Portland, Anchorage (OR, AK); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

World class training and onboarding programs

Access to comprehensive benefits

Incentive opportunities based on performance

Job summary

Bank of America seeks a Financial Advisor through the Merrill Advisor Development Program in Portland, Oregon. Successful candidates will work with high-net-worth individuals, delivering tailored financial recommendations and collaborating with seasoned advisors.

This role emphasizes personal coaching, strong relationship building, and effective communication skills while offering structured training to enhance your career in wealth management.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum one year experience in financial services or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Identifying client needs and delivering recommendations.
• Collaborating with Financial Advisor Teams for portfolio growth.
• Recommending investment products based on client profiles.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor through the Merrill Advisor Development Program in Portland, Oregon. Successful candidates will work with high-net-worth individuals, delivering tailored financial recommendations and collaborating with seasoned advisors.

This role emphasizes personal coaching, strong relationship building, and effective communication skills while offering structured training to enhance your career in wealth management.